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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,301 | $165,361-12.1% | $149,715-2.9% | $158,950-8.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.15% | 348.24%-303.1pp | 276.66%-231.5pp | 302.91%-257.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,898 | $7,182+107.4% | $6,842+117.7% | $5,983+149.0% |
| Admin fee / account holder | $1,447 | $10,808-86.6% | $9,310-84.5% | $11,248-87.1% |